Evercore Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Evercore Wealth Management’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,000	Closed	-$52K	–	1050
2017 Q1	$52K	Sell	1,000 -1,500	-60%	-$78.9K	﹤0.01%	593
2016 Q4	$124K	Sell	2,500 -1,250	-33%	-$59.6K	0.01%	454
2016 Q3	$186K	Buy	+3,750	New	+$181K	0.01%	389
2016 Q1	–	Sell	-306	Closed	-$12K	–	1024
2015 Q4	$12K	Hold	306	–	–	﹤0.01%	836
2015 Q3	$14K	Hold	306	–	–	﹤0.01%	803
2015 Q2	$18K	Hold	306	–	–	﹤0.01%	817
2015 Q1	$19K	Hold	306	–	–	﹤0.01%	793
2014 Q4	$18K	Buy	+306	New	+$18.2K	﹤0.01%	681

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evercore Wealth Management's NS Position: Q2 2017 in Review

Evercore Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2017, closing a stake of 1,000 shares — an estimated $52K sold.

Evercore Wealth Management first reported a position in NS in Q4 2014 and held it in 8 quarters. The position peaked at $186K in Q3 2016. 195 funds tracked by Wall St. Rank hold NS as of Q2 2017.

Evercore Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,000 NuStar Energy L.P. shares in Q2 2017, an estimated $52K.
Evercore Wealth Management first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 8 quarters.
Evercore Wealth Management's NuStar Energy L.P. position peaked at $186K in Q3 2016.
195 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.